March 2025 Retirement and Investing Meeting NOTICE

SATURDAY, March 29, 2025

AAII Retirement and Investing Group

10:00 am to Noon

 

NOTE: Location — Zoom Webinar

Your Computer, Tablet or Smart Phone

TOPIC 1

Five Keys to Financial Success

Evan Press CFP®

A longtime, somewhat successful, investor and financial advisor, Evan shares his five keys to financial
success. The five are ones that anyone can learn and apply. No need to have a degree in finance or an
MBA. Rather, Evan has learned, and will share, how your “mindset and behavior” are more important
than your ability to calculate a Sharp Ratio. Whether you are just getting started as an investor or have
been at the game for twenty years, you will pick-up useful ideas that will make you a better investor.

Evan Press is a retired U.S. Diplomat and Certified Financial Planner, CFP®, and now serves as
President of the L.A. Chapter of AAII. He can be contacted at EvanLPress@gmail.com .

TOPIC 2

Can you solve it? The “math” of retirement

Chris Gomberg

How confident are you about your retirement. Sure, you have the money side covered. You have been
saving and investing for close to 40 years. But life, and especially retirement, is about much more than
having the money to pay your bills. Join us to hear Chris discuss the fears and myths about retirement.
How to reinvent yourself and engage with your community. And rather than take a haphazard or
spontaneous approach, it really is worth the effort to have a systematic approach. Learn how to have a
winning transition from work to retirement, and how to take care of the rest of your life.
Plenty of time for Q & A.

Chris Gomberg is a California licensed marriage and family therapist (LMFT) and Certified Professional
Retirement Coach (CPRC). He is a former director of the Employee Assistance Program (EAP) at
Cedars-Sinai. He now provides services through his private pre-retirement and retirement coaching
practice.

Chris obtained his master’s in education/counseling and Bachelor of Arts from the University of
Vermont and has been in the work/life, employee assistance program (EAP) field for over 40 years.
He can be reached at https://chrisgombergretirementcoach.com/ or by phone at 818.692.1934.

Team member
Evan Press, CFP®
Discussion Leader

Moderator: Evan Press, CFP®

Evan Press is a Certified Financial Planner, CFP®, and the President of the L.A. Chapter of AAII.  As he slides into retirement, he spends time doing pro-bono financial and investment advising through three non-profits, Wings for Widows, Foundation for Senior Services and Savvy Ladies.

If you have questions about the meeting or suggestions for future meetings, please send an email to EvanLPress@gmail.com or call 818.613.0869.

The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information, and research.

Open to the Public.
While the meeting is free to everyone, we would appreciate donations to the Chapter.  To donate, click HERE.

WEBINAR ACCESS

AAII LA Chapter Retirement Group Meeting
Saturday, March 29, 2025

Zoom Info/Link
AAII LA is inviting you to a Zoom meeting on Saturday, March 29, 2025 at 10:00 am.
Join Zoom Meeting

https://us02web.zoom.us/j/9139814862?pwd=dElzWFk4bGVlNVMreXlBS1FCK0FTUT09&omn=86158241067

Meeting ID: 913 981 4862
Passcode: 543092
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Meeting ID: 913 981 4862
Passcode: 543092
Find your local number:  https://us02web.zoom.us/u/keEkgkP5iI

Questions? Contact: Evan Press, EvanLPress@gmail.com
818.613.0869

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